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Sales & CRM Team
Add template to your ClickUp accountTemplate Includes
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TO DO, COMPLETE
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- +19
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ON TRACK, AT RISK, AT RISK, ACTIVE, ON HOLD, ATTEMPT TO ENGAGE, ENGAGED, UNQUALIFIED - FOLLOW-UP, CLOSED, NEW LEAD, OPEN, PROSPECT, NEED APPROVAL, BLOCKED, CLOSED, LOST DEAL, SCHEDULED, OPEN, FORMER CLIENT, QUALIFIED, UNQUALIFIED - ARCHIVE, CLOSED
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Time tracking
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Priorities
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Custom fields
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Dependency warning
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Multiple assignees
- List
- Board
When status changes, change due date.
When task created, change due date, and change priority, and set custom field.
When status changes, change List, and set custom field, and set custom field.
